Change alerts
You can only change alerts if you are authorised to do so. This is only possible for alerts that you have added, not for the default alerts supplied.
Procedure
- Change a data collection
An alert is based on a data collection. This subject is a general overview of the application of the fields in the data collection.
- Record the alert progress
The alert course determines when an alert is displayed. In the case of an alert on a date, the alert is displayed on the relevant date (or a few days before and after). In the case of an alert on data, the alert is displayed if a specific situation occurs.
- Record a comparison value
An alert must always relate to unique data, or a unique combination of data. To achieve this, set the comparison value for the alert.
- Add alert text
The alert text is the message that is displayed to the user when the alert occurs.
- Configure the alert destination
The Destination of an alert determines which users receive the alert.
- Send an automatic e-mail message for an alert
Profit can send an e-mail automatically to those who receive an alert. This may useful if users don’t consult InSite on a daily basis.